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508 hedge funds and large institutions have $7.71B invested in Pentair in 2020 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 153 increasing their positions, 168 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 49

24% more capital invested

Capital invested by funds: $6.24B → $7.71B (+$1.47B)

10% more funds holding

Funds holding: 463508 (+45)

1.98% more ownership

Funds ownership: 82.3%84.28% (+2%)

9% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 168

17% less call options, than puts

Call options by funds: $4.29M | Put options by funds: $5.15M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
508
Holders Change
+45
Holders Change %
+9.72%
% of All Funds
8.99%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
99
Increased
153
Reduced
168
Closed
49
Calls
$4.29M
Puts
$5.15M
Net Calls
-$864K
Net Calls Change
-$2.66M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
326
RegentAtlantic Capital
New Jersey
$264K +$255K +4,967 New
BCV
327
Banque Cantonale Vaudoise
Switzerland
$262K
SFO
328
Standard Family Office
South Dakota
$262K +$253K +4,931 New
SSW
329
Smith Shellnut Wilson
Mississippi
$261K +$252K +4,908 New
MYLI
330
Meiji Yasuda Life Insurance
Japan
$261K +$252K +4,915 New
FC
331
FORA Capital
Florida
$249K +$240K +4,685 New
HBT
332
Heartland Bank & Trust
Illinois
$249K +$241K +4,696 New
KRSITF
333
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$245K +$237K +4,618 New
QCM
334
Quantinno Capital Management
New York
$239K
RHBC
335
R.H. Bluestein & Co
Michigan
$239K
CFG
336
Cooper Financial Group
California
$239K +$231K +4,504 New
VAS
337
Vestmark Advisory Solutions
Massachusetts
$238K -$359 -7 -0.2%
KOMWMG
338
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$236K +$228K +4,455 New
Bank of Nova Scotia
339
Bank of Nova Scotia
Ontario, Canada
$233K -$14.9K -291 -6%
Northwestern Mutual Wealth Management
340
Northwestern Mutual Wealth Management
Wisconsin
$232K +$22.4K +437 +11%
Macquarie Group
341
Macquarie Group
Australia
$227K -$4.62M -90,077 -95%
RJT
342
Raymond James Trust
Florida
$226K -$80.9K -1,577 -27%
BFS
343
Bradley Foster & Sargent
Connecticut
$225K +$217K +4,240 New
NERM
344
New England Research & Management
Illinois
$223K +$215K +4,191 New
UIM
345
USS Investment Management
United Kingdom
$222K +$214K +4,181 New
GG
346
Gofen & Glossberg
Illinois
$218K +$211K +4,105 New
CAG
347
Csenge Advisory Group
Florida
$216K +$208K +4,065 New
FPCM
348
Financial Partners Capital Management
New York
$212K +$205K +4,000 New
VHMC
349
Value Holdings Management Company
New York
$212K -$51.3K -1,000 -20%
BAM
350
Berkshire Asset Management
Pennsylvania
$211K +$204K +3,969 New